--- title: "50 Voice Commands Every Insurance Agent Should Know: The Complete Voice OS Reference" description: "A comprehensive command reference for Voice OS — organized by workflow: prospecting, quoting, servicing, commissions, and compliance." url: https://unlockedcrm.ai/blog/voice-os-insurance-commands canonical: https://unlockedcrm.ai/blog/voice-os-insurance-commands category: "AI & Technology" published: 2026-03-02 updated: 2026-03-05 author: "Jacob Lock" source: unLocked CRM — AI CRM for insurance agents --- # 50 Voice Commands Every Insurance Agent Should Know: The Complete Voice OS Reference ## TL;DR A complete reference of 50 essential Voice OS commands organized by workflow: prospecting (lead creation, scoring, outreach), quoting (8 product lines, carrier comparison), servicing (policy analysis, annual reviews, AI Memories), pipeline management (stage updates, tasks, campaigns), and commission/compliance (payment tracking, license checks, DNC verification). ## Key data points - Voice OS supports 50+ natural language commands across every insurance workflow — from quoting to compliance - Insurance agents can chain multiple actions in a single voice command: create, quote, and schedule in one sentence Voice OS understands hundreds of natural language variations. Here are the 50 most useful commands organized by workflow. ## Prospecting Commands ### 1-5: Lead Management 1. **"Create a new contact: [name], [age], [city], [state]"** — Creates a contact with all specified fields 2. **"Import my leads from [source]"** — Triggers lead import from connected sources 3. **"Show me all leads added this week"** — Filters contact list by date range 4. **"Score my uncontacted leads"** — Runs AI lead scoring on leads with no activity 5. **"Assign the top 10 leads to my morning call list"** — Creates a prioritized call queue ### 6-10: Outreach 6. **"Call [contact name]"** — Initiates a phone call through the power dialer 7. **"Text [contact name]: [message]"** — Sends an SMS message 8. **"Email [contact name] the Medicare comparison template"** — Sends a pre-built email template 9. **"Start a power dial session with my Tuesday list"** — Launches multi-line dialing 10. **"Have Agent AI call my leads who haven't been contacted in 30 days"** — Triggers AI outbound calling ## Quoting Commands ### 11-20: Product Quoting 11. **"Quote a $500K 20-year term for [contact]"** — Life insurance quote 12. **"Quote Medicare Supplement Plan G in [state]"** — Medigap quote 13. **"Quote Medicare Advantage plans in [zip code]"** — MAPD quote 14. **"Quote a 5-year MYGA for [contact]"** — Annuity quote 15. **"Quote ACA plans for a family of 4 at $75,000 income"** — Health insurance quote 16. **"Quote dental and vision for [contact]"** — DVH bundle quote 17. **"Quote hospital indemnity for [contact]"** — Supplemental quote 18. **"Compare the top 3 carriers for [contact]'s term quote"** — Carrier comparison 19. **"Run a Beat My Rate analysis on [contact]'s current policy"** — Competitive analysis 20. **"Quote all eligible products for [contact]"** — Multi-line quote ## Client Servicing Commands ### 21-30: Policy and Relationship 21. **"Run a policy analysis on [contact]'s whole life policy"** — AI policy review 22. **"Show me [contact]'s policy history"** — Displays all policies on file 23. **"Schedule an annual review with [contact] next month"** — Creates review appointment 24. **"What are [contact]'s AI Memories?"** — Surfaces contextual client data 25. **"Add a memory: [contact] is retiring in June 2027"** — Stores contextual information 26. **"Find all clients with policies renewing in the next 60 days"** — Renewal pipeline 27. **"Show me clients with coverage gaps"** — AI-flagged cross-sell opportunities 28. **"Send [contact] their policy summary document"** — Document delivery 29. **"Create an e-signature request for [contact]"** — E-app initiation 30. **"Log that [contact] approved the IUL illustration"** — Activity logging ## Pipeline and Tasks ### 31-40: Organization 31. **"Move [contact] to the proposal stage"** — Pipeline update 32. **"Create a task: Follow up with [contact] on Thursday at 2 PM"** — Task creation 33. **"Show me my tasks for today"** — Daily task view 34. **"What deals are closing this week?"** — Pipeline forecast 35. **"Show my pipeline by product line"** — Filtered pipeline view 36. **"Mark [task] as complete"** — Task completion 37. **"Reschedule my 3 PM call to tomorrow at 10 AM"** — Calendar adjustment 38. **"Create a campaign for my Medicare leads"** — Automation setup 39. **"Show me my conversion rates this month"** — Analytics 40. **"Add [contact] to the AEP follow-up automation"** — Workflow enrollment ## Commission and Compliance ### 41-45: Financial 41. **"Show my commissions for this month"** — Commission dashboard 42. **"Are there any missing commission alerts?"** — Payment discrepancy check 43. **"Show my override payments from [carrier]"** — Override tracking 44. **"What is my commission forecast for next quarter?"** — Revenue projection 45. **"Show me policies where commissions are pending"** — Payment status ### 46-50: Compliance 46. **"Check my license status in [state]"** — License verification 47. **"When does my [state] license expire?"** — Expiration tracking 48. **"Show me my CE credit requirements"** — Continuing education 49. **"Check DNC status for [phone number]"** — Do Not Call verification 50. **"Show my A2P registration status"** — Messaging compliance ## Tips for Effective Voice Commands - **Be specific:** "Quote a $500K term" is better than "get me a quote" - **Use contact names:** Voice OS matches against your contact database - **Chain actions:** "Create contact, quote a term policy, and schedule a follow-up" — all in one command - **Correct naturally:** "Actually, change that to $750K" — Voice OS understands corrections in context ## FAQ ### undefined ## Related - https://unlockedcrm.ai/blog/voice-os-insurance-crm-assistant - https://unlockedcrm.ai/blog/voice-os-time-savings-analysis - https://unlockedcrm.ai/blog/voice-os-vs-manual-crm - https://unlockedcrm.ai/blog/voice-os-agent-ai-workflows --- Source: [50 Voice Commands Every Insurance Agent Should Know: The Complete Voice OS Reference](https://unlockedcrm.ai/blog/voice-os-insurance-commands) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/voice-os-insurance-commands.